Stop and think for a moment about your most recent satisfying experience as a customer.
Now grab a sheet of paper and jot down the things that made the experience satisfying and memorable. Don’t struggle to come up with something out of the ordinary, just list the things that brought this experience to mind.
Review your list and ask yourself the following question: Were any of these things really that hard to do?
Chances are the answer to that question will be no. In fact, if pushed a bit further you might say they were relatively easy to do, that they were actually very simple.
Simple sells, and that may be the most important thing to teach everyone in your credit union. The simpler you can make it, the better it will be understood by your members, the easier it will be for them to say yes to it, and the more of it they will utilize.